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iShares S&P 500 Growth ETF

2,040 hedge funds and large institutions have $49.6B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 674 increasing their positions, 744 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $48.4B → $49.6B (+$1.22B)

0.73% more ownership

Funds ownership: 73%73.73% (+0.73%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,040
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
218
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$18.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
301
Clear Creek Financial Management
Washington
$13.5M
YIA
302
YHB Investment Advisors
Connecticut
$13.3M
WANY
303
Wealthspire Advisors (New York)
New York
$13.2M
PFPG
304
Pinnacle Financial Partners (Georgia)
Georgia
$13.2M
LFAS
305
Level Four Advisory Services
Texas
$13.2M
NB
306
Nicolet Bankshares
Wisconsin
$13.1M
AC
307
Apella Capital
Connecticut
$13M
CFSG
308
Clark Financial Services Group
Missouri
$13M
EFG
309
Ehrlich Financial Group
California
$12.9M
WWA
310
WCG Wealth Advisors
Nevada
$12.9M
AA
311
Ancora Advisors
Ohio
$12.8M
PFG
312
Pacific Financial Group
Washington
$12.7M
PWM
313
Perigon Wealth Management
California
$12.7M
OSAM
314
O'Shaughnessy Asset Management
Connecticut
$12.4M
HW
315
Hancock Whitney
Mississippi
$12.4M
PCA
316
Pallas Capital Advisors
Massachusetts
$12.3M
FFWA
317
Forthright Family Wealth Advisory
Texas
$12.2M
HFW
318
Horizon Family Wealth
Illinois
$12.2M
FP
319
Financial Perspectives
Minnesota
$12.2M
FFBTD
320
First Financial Bank - Trust Division
Ohio
$12.1M
ONB
321
Old National Bancorp
Indiana
$12M
GVAG
322
Great Valley Advisor Group
Delaware
$11.8M
HCM
323
Howard Capital Management
Georgia
$11.7M
QPWM
324
Quadrant Private Wealth Management
Pennsylvania
$11.6M
TIAA Trust, National Association
325
TIAA Trust, National Association
North Carolina
$11.6M